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Inve$tWare Quality Growth Screen

Performance

  Inve$tWare Quality Growth S&P 500
YTD Return: -2.8% 4.1%
Five Year Return: 16.9% 15.9%
Ten Year Return: 7.4% 5.6%
Inception: 6.8% 4.3%
Data as of 5/30/2014
The Inve$tWare Quality Growth Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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The National Association of Investors Corporation is a non-profit association whose membership consists of investment clubs and individual investors. NAIC was founded in 1951 with a mission to provide a program of sound investment information, education, and support that helps create successful, lifetime investors.

The NAIC adopts a simple buy-and-hold, fundamental approach to growth investing that consists of four primary principles:

  • Invest a fixed amount regularly for the long term;
  • Reinvest all dividends;
  • Invest only in good quality growth stocks; and
  • Diversify across industry sectors and company size.
Of the four tenets, the third is the most challenging while the other three are more or less mechanical. The "good quality growth companies" come from those companies whose historical track records indicate the capability of doubling an investment in five years-a compounded annual growth of around 15%.

The evaluation and selection of companies is generally accomplished using NAIC's Stock Selection Guide (SSG)—a printed form that is used to guide the investor through some simple steps to determine if the company is a good candidate for investment and if the price of the stock is reasonable.

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